JWCA
BSMY

J.W. Cole Advisors’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

J.W. Cole Advisors’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$352K Buy
+14,263
New +$350K 0.01% 1189
2026
Q1 		– Sell
-14,087
Closed -$346K – 1524
2025
Q4 		$346K Buy
14,087
+3,393
+32% +$83.5K 0.01% 1043
2025
Q3 		$260K Buy
+10,694
New +$255K 0.01% 1294

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

J.W. Cole Advisors's BSMY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q2 2026: 14,263 shares worth $352K. The stake represents 0.01% of the portfolio and ranks #1189 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSMY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSMY in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • J.W. Cole Advisors held 14,263 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $352K as of Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1189 holding.
  • J.W. Cole Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.